The Mortgage Investor Reporting Specialist is responsible for the accurate and timely reporting and remittance of mortgage payments to the investors in their assigned portfolio. They are required to review remittance reports, ensure the data is accurate, and make adjustments where necessary. The movement of funds internally is of vital importance to ensure that bank accounts have the required funds and ready to be wired or drafted.
Analyzes remittance reports/data tape and makes adjustments to the data and report format based on industry guidelines and investor requirements and prepares the corresponding wire
Reviews and reconciles various custodial bank accounts to ensure outstanding items are cleared
Analyzes accounting issues that occur due to system errors and suggests corrections to Strategy to prevent future occurrences
Documents and maintains P&P’s for their own investors
Responds to inquiries received from internal and external parties
Cross-train with the other Analysts to ensure coverage during scheduled time off
Other duties as assigned.
What you need to be successful in this role
Previous experience in a real estate lending, banking or financial services administrative position.
At least two years of experience working on investor relations activities, including reviewing financial statements, preparing analysis reports, compiling information on loan payments, research, reporting and related responsibilities.
Competent in processing mortgage funding transactions and payments, completing wire transfers and ACH transfers.
Strong communication skills and proven experience working with both internal and external customers
Strong math aptitude and financial acumen
Proficient in excel and other MS Office applications and tools.
Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put the client’s interests first and creates a marketplace that delivers a superior experience.
Applicants who require accommodations to participate in the interview process should contact the Talent Acquisition Team to arrange for such accommodations by emailing: Talent.Acquisition@Berkadia.com
Berkadia does not share salary ranges in its job postings. Any salary-related information you see posted externally has not been provided or verified by Berkadia and may not be accurate.
Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, veteran status or any other status protected under local, state or federal laws.